+443.3%
WELL vs EMB
+36.8%
+406.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +0.2% |
| 7D | +0.1% | -0.7% | +0.8% | +1.1% |
| 30D | +6.8% | +0.5% | +6.3% | +5.9% |
| 3M | +6.7% | -2.5% | +9.2% | +10.6% |
| 6M | +13.8% | -2.0% | +15.8% | +16.9% |
| YTD | +33.8% | -0.9% | +34.7% | +34.9% |
| 1Y | +29.6% | -0.3% | +29.9% | +29.6% |
| 3Y | +203.1% | +29.2% | +173.9% | +103.1% |
| 5Y | +223.8% | +7.4% | +216.4% | +206.6% |
| All | +443.3% | +36.8% | +406.6% | +289.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling